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Gain groundTechnology

Expert guidance for an evolving technology industry

BerryDunn can help your technology company gain ground, whether you’re a multinational enterprise or an emerging innovator. Our advisors provide tailored guidance and address the challenges unique to your situation—through accounting and financial reporting support, guidance for capital market funding, SOC audits, or development of merger, acquisition, or exit strategies.

We can help you in these areas and more:

Accounting and assurance services

Our accountants work with technology clients to:

Tax services

Our tax experts can help you minimize risk and maximize opportunities specific to the technology sector. We can help you:

  • Take advantage of technology R&D credits 
  • Understand tax filing matters important to start-ups, such as filing in particular state jurisdictions or capitalizing start-up costs
  • Stay current on state and local tax rules and filing requirements
  • Navigate the complexities of multi-state taxation
  • Identify the type of organization (LLC, S, or C Corp) best suited for you

Consulting services

With deep knowledge of the sector, we advise tech companies on a variety of business consulting needs, and can help you:

  • Develop and implement IT security protocols
  • Perform buy-side and sell-side merger and acquisition (M&A) due diligence and quality of earnings reports
  • Determine executive compensation, ownership stakes, and other stock-based compensation arrangements
  • Develop exit planning strategies to maximize value and minimize tax liabilities
  • Develop a strategic IT plan and assist with project management and process improvement
  • Manage risk and improve internal controls
  • Streamline operations and improve profits 
  • Pursue government contract opportunities

Our team works with a variety of technology-related industries, including software and hardware development, clean technology, medical device manufacturing, and life sciences. Our experts know that tech companies are subject to a variety of federal, state, and local tax regulations, privacy and data protection regulations, consumer lending laws, and patent protection. We can help you stay ahead of the curve on the regulations that directly affect the technology sector, and help you gain control of unique tech opportunities.

Well-versed in every stage of building a business, our experts stay active in innovation hubs and hold leadership positions on technology councils aimed at encouraging entrepreneurship and advancing innovation in the technology sector.

We’d love to discuss how we can help your company succeed. Contact our technology team.

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"It's certainly the smoothest audit we've ever encountered, which is largely a credit to your and your team's approach—having clarity around procedure/testing and year-over-year continuity in expectations for documentation/evidence has really assisted us in building repeatable and documentable processes and helps ensure we're addressing the right issues."

- Curt Drummond, Operations Manager, ClaimVantage

SOC 2 audits for SaaS providers—translating processes into clear internal controls